Overview
- Access: Running any report of type "Formatted HTML".
- The Top area is the Action Bar.
- The Mid area is the Record Display Area.
- The Bottom area is the Row Controls.
- The Report Results window lists the records returned when you run a report.
- An example is from Reports / Analyze.
- You can perform actions on selected records.
- The actions include sending emails, exporting to formats, and setting standard properties.
Action Bar
Position and purpose
- The Action Bar is at the top of the window.
- The report type determines which actions are available.
- The Compose Email action is available only for Registrations reports.
Available actions
- Compose Email is available for certain reports.
- Manage Agendas is available when supported by the report type.
- Print Itinerary is available (see Itinerary Settings).
- Export outputs data to external formats or prints the report results.
Export formats
- Printable HTML
- Acrobat PDF
- Printable Excel
- Excel Spreadsheet
- Comma-Delimited
- Tab-Delimited Text
Filter and drill-down
- Filter filters results by the initial letter of Last Name.
- Example: click the letter “B” to display attendees whose last name starts with “B”.
- Click Other to display those whose last name begins with a non-alpha character.
- Click All to return to the complete list.
- If you have defined fields in the report as Drill-Down Filters, select values to apply for them.
- Example: if Attendee Type is a drill-down filter, you can select one from the dropdown list or leave it set to [Any].
- When you have selected the filter(s), click Drill Down to view the filtered report results.
- See Reports/Analyze > Filters for information about defining drill-down filters.
Mass Action
- Mass Action allows actions on selected rows in the record display area.
- Select a Mass Action from the list, and click Go.
- A progress bar is shown until the action is complete.
- Mass actions depend on the report type, your user type, modules in use, and the data setup.
- For Registration reports, example mass actions include:
- Setting Standard Registration Properties (e.g., marking as Complete or Incomplete, marking as Test or Live)
- Changing Registration Status
- Changing Attendee Type & Fee
Print Badges
- Select rows in the record display area.
- Select a badge from the list set up on Manage > Badges.
- Click Print to print that badge for all selected attendees.
- Click PDF to generate PDFs of all selected badges in a single ZIP file.
Record Display Area
- The main area of the Report Results window displays the records that match the current report criteria.
- Each row represents a record in the Certain database.
- Each column corresponds to a data field configured in Reports > Columns.
- Click the Row number in the first column to see the details of that record.
- To select a record, use the checkbox in the Row column.
- You may use the header checkbox to select all records on the current page.
- Use the up/down arrow after a column name to sort records in ascending order.
- Click the arrow again to sort in descending order.
Row Controls
- The bottom of the page shows a message like "Records x to y are shown" to indicate the displayed subset.
- Next moves forward one page-full of records (only if more records are available).
- Previous moves back one page-full of records (only if you are past the first page).
- Change the display by adjusting any of these figures and clicking Display.
- Rows/Per Page sets how many rows to show on each page.
- Start Row selects which row to start the report on.
- Max Records sets the maximum number of records to be returned.
Other areas
- The Report Results window contains the Record Display Area for viewing records.
- It contains the Row Controls for pagination and display settings.
---
If you have more questions, please submit a request.